Integrations (HubSpot + Monday.com, Salesforce, Mailchimp, Business Central)
Integrations (HubSpot + Monday.com, Salesforce, Mailchimp, Business Central)
Every business runs on data but managing that data across multiple platforms can be a challenge.
When your CRM, marketing, and financial systems live in silos, teams lose time switching between tools, repeating work, and updating the same information in multiple places.
That’s where Monday.com integrations come in.
By connecting platforms like HubSpot, Salesforce, Mailchimp, and Business Central to Monday.com, you can automate entire workflows, eliminate manual data entry, and give every department real-time visibility into performance.
Why Integrate with Monday.com?
Monday.com serves as your operational command center a single workspace that connects marketing, sales, finance, and operations through automation.
When integrated with other tools, it:
Syncs customer and campaign data across systems
Reduces repetitive manual work
Creates a unified source of truth for your business
Improves response time and collaboration between teams
No more guessing which platform has the latest update everything is connected, live, and visible in Monday.com.
HubSpot + Monday.com Integration
Use Case: Aligning Marketing and Sales
Connecting HubSpot and Monday.com bridges the gap between marketing leads and sales pipelines.
Key Capabilities:
Automatically transfer new HubSpot leads into Monday.com boards
Sync deal status and lifecycle stage updates both ways
Trigger automations for example, when a lead reaches “Sales Qualified,” assign a rep automatically
Track campaign performance and ROI directly within Monday dashboards
Benefits:
Marketing and sales teams stay aligned on lead activity, while managers get instant visibility into campaign success and conversion rates.
Salesforce + Monday.com Integration
Use Case: CRM and Workflow Sync
Salesforce is powerful for managing leads and accounts but combining it with Monday.com adds automation and transparency to your CRM operations.
Key Capabilities:
Sync opportunities, deals, and contacts automatically between both systems
Update Monday items when Salesforce stages change
Push Monday updates back to Salesforce for two-way sync
Trigger tasks, reminders, or follow-ups based on Salesforce activity
Benefits:
No more manual record-keeping or status confusion. Sales, operations, and support teams see the same information — instantly.
Mailchimp + Monday.com Integration
Use Case: Automating Marketing Reports and Campaign Tracking
By integrating Mailchimp with Monday.com, marketing teams can automatically track email campaign data and link it to broader marketing initiatives.
Key Capabilities:
Import campaign metrics like open rates, click rates, and engagement stats
Sync subscriber list growth and audience segmentation
Trigger automations (e.g., “When open rate < 25%, flag for review”)
Visualize performance trends in Monday dashboards
Benefits:
Your marketing data becomes actionable giving you a full view of campaign success alongside other KPIs.
Business Central + Monday.com Integration
Use Case: Financial and Operations Alignment
Integrating Microsoft Dynamics 365 Business Central with Monday.com allows financial and operations teams to work from the same live data.
Key Capabilities:
Sync invoices, project costs, and purchase orders
Update Monday project budgets automatically when records change in Business Central
Trigger automations when approvals or payments are due
Generate reports combining financial, operational, and project metrics
Benefits:
Finance gains transparency into project timelines, while operations see budget impact in real time aligning strategy, cost, and delivery.
How to Connect These Integrations
The easiest way to connect these platforms is through Make.com or Zapier, allowing flexible, no-code automation between Monday.com and external systems.
Example Workflow:
A new lead is created in HubSpot.
Make.com automatically sends the data to Monday.com, creating a new item in the “Sales Pipeline” board.
When the lead becomes a customer, Salesforce updates their account.
Monday.com triggers a Mailchimp campaign for onboarding.
Business Central logs the transaction and syncs financial data.
This creates a closed-loop system where marketing, sales, and finance all stay in sync without manual input.
Real-World Example
A digital marketing agency used these integrations to manage client projects end-to-end:
HubSpot captured new leads.
Monday.com handled project onboarding and team tasking.
Mailchimp tracked post-launch campaigns.
Business Central managed invoices and expenses.
By automating data syncs between all platforms, they cut manual updates by 70% and improved delivery speed by 40% — all while gaining unified visibility across departments.
The Future of Connected Systems
As businesses scale, data fragmentation becomes the biggest barrier to growth.
Integrations between Monday.com, HubSpot, Salesforce, Mailchimp, and Business Central create a single ecosystem — an automation network where every workflow is informed, efficient, and connected.
The future of work isn’t more tools it’s smarter integration.
When your systems work together, your teams can too.
Integrating HubSpot, Salesforce, Mailchimp, and Business Central with Monday.com builds a digital infrastructure that keeps your data aligned, your operations streamlined, and your business running intelligently.
Automation isn’t just about saving time it’s about unlocking clarity and control.
Ready to connect your systems?
We design and implement advanced integrations between Monday.com, CRMs, marketing platforms, and financial systems.
Book a live build session today